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iShares iBonds Dec 2029 Term Corporate ETF

306 hedge funds and large institutions have $2.11B invested in iShares iBonds Dec 2029 Term Corporate ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 164 increasing their positions, 58 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

413% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 8

183% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 58

10% more funds holding

Funds holding: 279306 (+27)

6% more capital invested

Capital invested by funds: $1.98B → $2.11B (+$129M)

0.09% less ownership

Funds ownership: 78.8%78.7% (-0.09%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
306
Holders Change
+27
Holders Change %
+9.68%
% of All Funds
4.03%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.16%
New
41
Increased
164
Reduced
58
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HAC
126
Harbor Advisory Corp
New Hampshire
$1.84M +$104K +4,500 +6%
BlackRock
127
BlackRock
New York
$1.82M +$488K +21,162 +37%
PSIWM
128
Paradigm Strategies in Wealth Management
Minnesota
$1.75M -$63.8K -2,765 -4%
CWM
129
Cabot Wealth Management
Massachusetts
$1.74M +$44.7K +1,937 +3%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$1.73M -$124K -5,358 -7%
SWM
131
Segment Wealth Management
Texas
$1.73M -$12K -520 -0.7%
CP
132
Camelot Portfolios
Ohio
$1.68M -$108K -4,690 -6%
CCM
133
Coldstream Capital Management
Washington
$1.66M -$89.6K -3,883 -5%
DWM
134
Drive Wealth Management
Utah
$1.62M -$32.9K -1,427 -2%
Osaic Holdings
135
Osaic Holdings
Arizona
$1.62M +$109K +4,705 +7%
SG
136
Strid Group
Pennsylvania
$1.52M +$941K +40,807 +167%
MWM
137
Meridian Wealth Management
Kentucky
$1.52M +$178K +7,707 +13%
PAG
138
Private Advisor Group
New Jersey
$1.51M +$102K +4,408 +7%
KNW
139
Kesler Norman & Wride
Utah
$1.51M -$7.75K -336 -0.5%
SFG
140
Snider Financial Group
Washington
$1.5M +$4.24K +184 +0.3%
CA
141
CGN Advisors
Kansas
$1.4M -$2.15M -93,416 -61%
RFC
142
Regions Financial Corp
Alabama
$1.39M +$668K +28,963 +94%
SHA
143
Seneca House Advisors
Virginia
$1.39M -$233K -10,111 -15%
BAM
144
Belpointe Asset Management
Nevada
$1.37M +$419K +18,178 +45%
Creative Planning
145
Creative Planning
Kansas
$1.37M -$167K -7,223 -11%
Jones Financial Companies
146
Jones Financial Companies
Missouri
$1.34M +$358K +15,516 +37%
JP Morgan Chase
147
JP Morgan Chase
New York
$1.24M -$3.94M -170,773 -76%
BFG
148
Beacon Financial Group
Texas
$1.22M +$184K +7,966 +18%
CSP
149
Cary Street Partners
Virginia
$1.22M +$63K +2,733 +6%
ACS
150
Archford Capital Strategies
Illinois
$1.21M -$60.7K -2,630 -5%

IBDU Hedge Fund Activity: Q2 2025 in Review

306 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares iBonds Dec 2029 Term Corporate ETF (IBDU) for Q2 2025, worth a combined $2.11B — up 6.5% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IBDU positions and 8 closed out — a net gain of 33 holders — while 164 added to existing stakes and 58 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.9M. The largest seller was Ameriprise, cutting an estimated $20.1M.

  • 306 institutional investors held iShares iBonds Dec 2029 Term Corporate ETF (IBDU) as of Q2 2025, up from 279 in Q1 2025.
  • Funds reported $2.11B of iShares iBonds Dec 2029 Term Corporate ETF stock for Q2 2025, up 6.5% quarter-over-quarter.
  • 41 funds opened new iShares iBonds Dec 2029 Term Corporate ETF positions in Q2 2025 and 8 closed out, a net change of +33 holders.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF buyer in Q2 2025 was Morgan Stanley, an estimated $9.9M added.
  • The largest iShares iBonds Dec 2029 Term Corporate ETF seller in Q2 2025 was Ameriprise, an estimated $20.1M sold.

Based on aggregated 13F filings for Q2 2025.